Living in retirement.

How do I make the most of what I have?

At this point in your life, retirement planning involves drawing down your assets and arranging to transfer what remains to the next generation. You simply don't know what the economy will do, how your health will hold up, or how long you'll live. And the assets you've accumulated for retirement can dwindle quickly if you fail to plan how you'll spend them.

NOT FDIC INSURED - NOT BANK GUARANTEED - NOT A DEPOSIT - MAY LOSE VALUE.

This information is being used to support the promotion or marketing of the planning strategies discussed herein. This information is not intended to be legal advice or tax advice to any taxpayer and is not intended to be relied upon. BMO Harris Bank N.A. and its affiliates do not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.